Create rental agreement

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You can create a rental agreement using one of the following types:

Type

Description

Default

Used when no other rental agreement is applicable. Required to ensure pricing is populated and prevent pricing errors.

Prospect group

Defined for a customer group.

Prospect

Defined for a specific customer.

Work location group

Defined for a group of work locations with shared pricing.

Work location

Defined for a specific work location.

Project group

Defined for a project group to standardize pricing across related projects.

Project

Defined for a specific project. Allows project-specific pricing based on region, customer, timing, or relevance.

Rental order

Defined per rental order with pricing valid only for that order.

Rental order line

Defined per rental order line. Prices set on the line are applied to the rental agreement.

Warehouse group

Defined for a group of warehouses, allowing pricing differentiation across regions.

Warehouse

Defined for a specific warehouse. Pricing applies based on the warehouse used in the order.

The rental agreement hierarchy is configured in the rental parameters.

You can view the related rental agreement from the rental or sub rental order via the action pane.

Steps

  1. Go to Rental order management > Rental agreements > All rental agreements.

  2. Click New.

  3. In the Description field, type a value.

  4. In the Rental agreement type field, select an option.

  5. In the Relation account field, enter or select a value.

  6. In the Currency field, enter or select a value.

  7. In the Rental/sub rental field, select an option.

  8. In the From date field, enter a date.

  9. In the To date field, enter a date.

  10. Click Save.